What does an executive retreat look like that builds from a team development exercise to an effective action plan? This article narrows it down to 9 steps.
As a participant in one of our TIGERS Team Wheel Action Planning Workshops said, “It’s like shooting class 5 rapids with people who know what they are doing and are doing it well.” The approach is strategic, simple, direct and tied to real world business experience so Executive Teams make progress while team building.
Day 1 of a 3-Day Executive Retreat
Facilitate the TIGERS Team Wheel Exercise and through consensus develop operational ground rules and the executive inter-department cooperation agreement.
Day 2 of a 3-Day Executive Retreat.
Select a business issue.
Identify a specific business issue, challenge or opportunity that your company must resolve in order to be profitable.
- Provide Resources
You’ll need a large meeting area that includes 1 project room for each team with printers, internet access and other resources the team will need to do the job. Depending on your innovation outcomes, you may need to make a marketing assistant available to each executive project team.
- Form your project teams
Divide your executive team into at least 2 project teams.
- Review brainstorming tools.
Use an external or internal TIGERS facilitator to lead a simulation introducing your team to new brainstorming, consensus decision making and action planning tools based on Day 1 review.
- Assign a task to the team and give them time to brainstorm design and execute a strategy.
If you have different retail outlets, assign 1 to each team. If you are using a B2B sales model based on cold calling or visits to existing customers, then this is the basis on which the project should be designed.
Day 3 of a 3-day Executive Retreat
- Develop your presentations.
At least 2 people on each team should be assigned to developing a presentation to prepare an executive summary of the team’s strategy and present its results. If your executive team is small, pull in a couple of managers or even some inexperienced but talented employees to get more bang from your leadership team development effort.
- Execute the project.
Based on the TIGERS coordinated project implementation model, execute the project.
- Report your results.
Meet in the boardroom and have each team make a presentation to describe their strategy and report results. Select a winner and award prizes.
- Identify best practices and prepare a strategy to launch them in the real world.
Call in the marketing team to present the program. Facilitate a coordinated action plan for launching into the market place and track the results.